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- Custodian
- Folio Investments
- Clients
- Retail and Institutional
- Platforms
- Bridge
- Established Date
- 04-10-2019
- Office Locations
- 1
Office Locations
About O'haver Wealth Management, LLC
O'Haver Wealth Management, LLC (formerly Nichols Financial Services) provides insurance and comprehensive financial planning, including investment, retirement, and estate planning with a focus on wealth preservation. The firm emphasizes education and research resources and constructs portfolios primarily with ETFs and mutual funds using asset-allocation and risk-management principles, with custody/clearing through Folio Investments.
Team overview
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Technology
Owner & Executives
JOSEPH TAYLOR O'HAVER
Chief Compliance Officer, Managing Member, President
- CRD
- #5293462
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $756,779,118 | 19.1% |
| Equity - OTC | $1,442,238,739 | 36.4% |
| Cash | $1,763,176,480 | 44.5% |
| Total | $3,962,194,337 | 100.0% |